Expert Tax and Life Insurance Solutions Built Around You

Meet Tonia Perry – Your Trusted Advisor

Hi, I’m Tonia Perry, an independent life insurance agent and tax professional with 15 years of experience in insurance billing, patient support, and financial planning. I specialize in helping millennial parents, entrepreneurs, and families make informed financial decisions.

I believe life insurance and tax planning should be stress-free. No sales pressure—just clear, honest advice to help you protect your family and your future.

🔹 Licensed in Life & Health Insurance

🔹 Small Business & Entrepreneur Tax Support

🔹 Final Expense Insurance for Peace of Mind

Services

Expert tax preparation and life insurance services tailored for your financial peace of mind.

Tax Preparation & Planning – Keep More of Your Money

✔️ Individual & Small Business Tax Preparation

✔️ Tax Planning for Entrepreneurs & Side Hustlers

✔️ Audit Assistance & Year-Round Support

✔️ Protect & Prosper Package – Life Insurance + Tax Savings

Life Insurance – Protect Your Loved Ones

✔️ Term Life Insurance – Affordable coverage for a set period

✔️ Whole Life Insurance – Lifetime protection with cash value

✔️ Final Expense Insurance – Cover funeral & medical costs

✔️ LGBTQ+ Friendly Policies – Inclusive coverage for every family

Service Area

Central Ohio

Adams, Coshocton, Delaware, Fairfield, Fayette, Franklin, Guernsey, Highland, Hocking, Licking, Logan, Madison, Marion, Morrow, Perry, Pickaway, Ross, Union, Vinton

Cincinnati

Brown, Butler, Clermont, Clinton, Hamilton, Warren

Dayton

Champaign, Clark, Darke, Greene, Miami, Montgomery, Preble, Shelby

Lima

Allen, Auglaize, Mercer, Paulding, Putnam, Van Wert

Mid-Ohio

Ashland, Carroll, Crawford, Hardin, Holmes, Richland, Tuscarawas, Wayne, Wyandot

Life insurance:

Ohio and Pennsylvania

The Financial Freedom Revolution: Classes and Coaching

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Toledo

Defiance, Fulton, Hancock, Henry, Lucas, Wood

Youngstown

Columbiana, Mahoning, Trumbull

Northwestern PA

Clarion, Forest, Jefferson, Lawrence

Western PA

Armstrong, Somerset

Medicare Advantage and Supplement plans:

Western Pennsylvania and Mid and Central Ohio

★★★★★

Life Insurance – Protect Your Loved Ones

✔️ Term Life Insurance – Affordable coverage for a set period
✔️ Whole Life Insurance – Lifetime protection with cash value
✔️ Final Expense Insurance – Cover funeral & medical costs
✔️ LGBTQ+ Friendly Policies – Inclusive coverage for every family

🛡️ [Find the Right Life Insurance Policy]

Tax Preparation & Planning – Keep More of Your Money

✔️ Individual & Small Business Tax Preparation
✔️ Tax Planning for Entrepreneurs & Side Hustlers
✔️ Audit Assistance & Year-Round Support
✔️ Protect & Prosper Package – Life Insurance + Tax Savings

📊 [Get Help with Your Taxes]

Services

Why Choose Tonia?

✅ No Pressure, Just Clarity – I focus on education, not sales.
✅ Affordable & Transparent Pricing – No hidden fees.
✅ Easy Online & In-Person Consultations – Flexible for busy parents & entrepreneurs.

🔍 Get a Free Quote Today →